Monument Capital Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,587
| Closed | -$216K | – | 167 |
|
|
2022
Q4 | $216K | Sell |
2,587
-571
| -18% | -$47.7K | 0.07% | 147 |
|
|
2022
Q3 | $248K | Sell |
3,158
-1,416
| -31% | -$111K | 0.09% | 130 |
|
|
2022
Q2 | $354K | Sell |
4,574
-141
| -3% | -$10.9K | 0.13% | 110 |
|
|
2022
Q1 | $399K | Sell |
4,715
-892
| -16% | -$75.5K | 0.13% | 105 |
|
|
2021
Q4 | $523K | Buy |
5,607
+222
| +4% | +$20.7K | 0.16% | 108 |
|
|
2021
Q3 | $423K | Buy |
5,385
+1,090
| +25% | +$85.6K | 0.14% | 114 |
|
|
2021
Q2 | $315K | Buy |
4,295
+1,540
| +56% | +$113K | 0.11% | 115 |
|
|
2021
Q1 | $208K | Buy |
2,755
+74
| +3% | +$5.59K | 0.08% | 105 |
|
|
2020
Q4 | $207K | Buy |
+2,681
| New | +$207K | 0.1% | 92 |
|
|
2018
Q4 | – | Sell |
-1,852
| Closed | -$78K | – | 245 |
|
|
2018
Q3 | $78K | Sell |
1,852
-4
| -0.2% | -$168 | 0.04% | 112 |
|
|
2018
Q2 | $77K | Buy |
1,856
+4
| +0.2% | +$166 | 0.05% | 84 |
|
|
2018
Q1 | $75K | Sell |
1,852
-4
| -0.2% | -$162 | 0.05% | 77 |
|
|
2017
Q4 | $72K | Buy |
+1,856
| New | +$72K | 0.05% | 71 |
|